Brian Nielson

As an internal wholesaler at John Hancock Investment Management, I am responsible for supporting and collaborating with external partners to generate new business and maintain relationships with financial advisors and clients. Key duties include providing product information and support to advisors, ensuring they have the resources needed to effectively sell John Hancock’s investment products. Conducting regular follow-ups and outreach to existing clients and prospects to understand their needs and address any inquiries. Analyzing market trends and competitor products to assist in developing strategic sales initiatives. Participating in sales presentations and training sessions to educate advisors about the firm's offerings. Maintaining detailed records of interactions and sales activities in the customer relationship management (CRM) system.

I joined a highly successful financial advisor's team where I provided support through running illustrations, financial plans, and engaging with high net worth clients on the phone. I was tasked with onboarding, which includes going over insurance applications, scheduling medical exams, and filling out investment paperwork for new accounts. I also met with clientele for periodic reviews of their financial plans.

I was able to deliver financial advice to 100 + clients, focusing on achieving short, mid, and long term goals for each of my clients. My tasks were 40 dials/day, preparing financial analysis, and meeting with prospects/clients. Leadership was also a big focus of mine as I served as our district's college unit director for 2 years.  I was able to mentor and train 50+ new college financial representatives and give back to the program that I was once a part of.  I also continued my education by completing several financial courses in pursuit of a CFP designation.

I was able to get my life & health insurance license and start my own financial practice while still finishing college.  My tasks were 20 dials/day, preparing financial analysis, and meeting with prospects/clients.  I earned several college awards and was invited to a winter camp twice, which was for the top 100 college interns in the country.  Because of this achievement, I was sponsored to take the Series 6 and 63 to get my investment license so that I could continue to expand my services for my clients.